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Technology Stocks
AMD, ARMH, INTC, NVDA

An SI Board Since December 2010

Posts	SubjectMarks	Bans	Symbol
75907	320	1	AMD

Emcee: neolib	Type: Moderated

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Reply	Message Preview	From	Posted
74357	BTW, I've been curious about this for some time so asked the chatbot how MU	neolib	February 5
74356	I'm talking about new fabs. Everyone has some capacity expansion in the ove	neolib	February 5
74355	<i> I think the most interesting thing will be to watch the Chinese DRA	Elroy	February 5
74354	the exit still looks reasonably orderly to me........so maybe a steep crash stil	THE WATSONYOUTH	February 5
74353	Here is a different take on it: youtube.com	neolib	February 5
74352	[youtube video] Wo kào ..........Markets EVERYWHERE Are Crashing	THE WATSONYOUTH	February 5
74351	the gross manipulation of anything that involves big money will be the norm from	THE WATSONYOUTH	February 5
74350	A quote from that link: <i> There are two beasts within Microsoft: Azure	neolib	February 5
74349	This is well worth a read IMHO: Anthropic pulling ahead of OpenAI? newsletter.	neolib	February 5
74348	If there is any dry powder, wait til Monday at least.	Pravin Kamdar	February 5
74347	AMD nosed down in AH, I think off of AMZN's plunge. Both AMZN and GOOG rais	neolib	February 5
74346	gold momentum broken silver crushed bit coin in the crapper stocks to follow oi	THE WATSONYOUTH	February 5
74345	AH would have been even better, and so might be the open tomorrow. Silver be ge	neolib	February 5
74344	Here is Toms on the Chinese DRAM angle: tomshardware.com	neolib	February 5
74343	To actually build new fab capacity is > 24 months for the memory lads and las	neolib	February 5
74342	Well, it was clear in August / Sep last year that they would need more memory as	Elroy	February 5
74341	<i> So they all expand at the same time, they expand too much, and prices	neolib	February 5
74340	AMZN doing the obligatory swan dive after their report. I wonder what they said	neolib	February 5
74339	Memory pricing is not in bubble, it just is whatever it is. However, it is extr	Elroy	February 5
74338	Do you think capacity for memory production will expand faster than capacity for	neolib	February 5
74337	<i> I think there will first be the phenomenon of memory / components t	Elroy	February 5
74336	META would be nice. I don't bank it, but put more on sovereign AI. In any ca	Pravin Kamdar	February 5
74335	I think 1 year return should be good. BTW, I think we will get order or announc	Joe NYC	February 5
74334	Anyone else looking at ORCL at these prices?	Pravin Kamdar	February 5
74333	I'll wait til Monday to see what happens with Iran before trying to catch a	Pravin Kamdar	February 5

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